INFO vs. XVV ETF Comparison
Comparison of Harbor PanAgora Dynamic Large Cap Core ETF (INFO) to iShares ESG Screened S&P 500 ETF (XVV)
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
INFO Description
INFO aims to generate alpha consistently within the large-cap US market. Portfolio construction utilizes a bottom-up investment strategy integrating fundamental analysis with quantitative techniques and risk management tools. The subadvisor employs a proprietary alpha modeling framework to identify companies with strong financial and operational health, aiming for above-market returns relative to the S&P 500 Index. The strategy incorporates uncorrelated alpha factors, such as value, momentum, and quality. Additionally, ESG attributes are also evaluated to enhance the overall alpha scores. Security weighting is determined using a proprietary optimization technique, balancing alpha generation with risk metrics like tracking err, market risk, and concentration risk.
Grade (RS Rating)
Last Trade
$20.79
Average Daily Volume
799
Number of Holdings
*
116
* may have additional holdings in another (foreign) market
XVV
iShares ESG Screened S&P 500 ETF
XVV Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$46.07
Average Daily Volume
41,389
Number of Holdings
*
443
* may have additional holdings in another (foreign) market
Performance
| Period | INFO | XVV |
|---|---|---|
| 30 Days | 3.02% | 3.25% |
| 60 Days | 4.30% | |
| 90 Days | 6.46% | |
| 12 Months | 32.86% |
85 Overlapping Holdings
| Symbol | Grade | Weight in INFO | Weight in XVV | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.73% | 0.08% | 0.08% | |
| AAPL | B | 6.96% | 7.55% | 6.96% | |
| ALL | B | 0.83% | 0.12% | 0.12% | |
| AMAT | F | 0.93% | 0.32% | 0.32% | |
| AMD | F | 0.19% | 0.48% | 0.19% | |
| AMT | D | 0.08% | 0.21% | 0.08% | |
| AMZN | C | 4.08% | 4.03% | 4.03% | |
| ANET | C | 0.82% | 0.23% | 0.23% | |
| AVGO | D | 1.22% | 1.66% | 1.22% | |
| AVY | D | 0.46% | 0.04% | 0.04% | |
| AXP | A | 0.56% | 0.36% | 0.36% | |
| BK | A | 0.48% | 0.13% | 0.13% | |
| BKR | C | 0.97% | 0.1% | 0.1% | |
| BMY | B | 0.64% | 0.26% | 0.26% | |
| BRK.A | B | 0.99% | 1.88% | 0.99% | |
| CBOE | B | 0.73% | 0.05% | 0.05% | |
| CI | D | 0.88% | 0.2% | 0.2% | |
| CL | D | 0.55% | 0.17% | 0.17% | |
| CMCSA | C | 0.86% | 0.36% | 0.36% | |
| CNC | F | 0.41% | 0.07% | 0.07% | |
| COST | B | 0.89% | 0.92% | 0.89% | |
| CRM | B | 1.54% | 0.71% | 0.71% | |
| CTVA | B | 0.76% | 0.09% | 0.09% | |
| DHI | D | 0.22% | 0.1% | 0.1% | |
| EBAY | C | 0.25% | 0.07% | 0.07% | |
| ECL | D | 0.57% | 0.13% | 0.13% | |
| EQIX | A | 0.69% | 0.19% | 0.19% | |
| EQR | B | 0.76% | 0.06% | 0.06% | |
| ETR | B | 0.85% | 0.07% | 0.07% | |
| EXC | D | 0.76% | 0.09% | 0.09% | |
| FTV | B | 0.64% | 0.06% | 0.06% | |
| GDDY | B | 0.43% | 0.06% | 0.06% | |
| GE | D | 1.1% | 0.42% | 0.42% | |
| GM | B | 1.02% | 0.14% | 0.14% | |
| GOOGL | C | 3.86% | 2.13% | 2.13% | |
| HD | A | 0.08% | 0.88% | 0.08% | |
| HIG | B | 0.79% | 0.08% | 0.08% | |
| HLT | A | 0.05% | 0.13% | 0.05% | |
| HOLX | D | 0.73% | 0.04% | 0.04% | |
| INTU | C | 0.81% | 0.41% | 0.41% | |
| INVH | D | 0.56% | 0.04% | 0.04% | |
| JPM | B | 1.87% | 1.51% | 1.51% | |
| KR | A | 0.52% | 0.08% | 0.08% | |
| LLY | F | 0.91% | 1.29% | 0.91% | |
| LRCX | F | 0.87% | 0.21% | 0.21% | |
| MA | B | 1.61% | 0.92% | 0.92% | |
| MAS | C | 0.72% | 0.04% | 0.04% | |
| MCK | C | 0.94% | 0.18% | 0.18% | |
| MDLZ | F | 0.62% | 0.19% | 0.19% | |
| META | D | 3.01% | 2.68% | 2.68% | |
| MKC | D | 0.2% | 0.04% | 0.04% | |
| MMC | A | 0.81% | 0.24% | 0.24% | |
| MPC | F | 0.61% | 0.12% | 0.12% | |
| MRK | F | 1.12% | 0.55% | 0.55% | |
| MSCI | C | 0.82% | 0.1% | 0.1% | |
| MSFT | D | 6.1% | 6.67% | 6.1% | |
| MSI | C | 0.95% | 0.18% | 0.18% | |
| MTD | F | 0.48% | 0.05% | 0.05% | |
| MU | D | 0.23% | 0.25% | 0.23% | |
| NEE | D | 0.36% | 0.35% | 0.35% | |
| NFLX | B | 1.13% | 0.84% | 0.84% | |
| NOW | B | 1.2% | 0.47% | 0.47% | |
| NTAP | C | 0.68% | 0.06% | 0.06% | |
| NVDA | C | 7.25% | 7.84% | 7.25% | |
| NXPI | D | 0.17% | 0.13% | 0.13% | |
| PEP | F | 0.76% | 0.48% | 0.48% | |
| PG | A | 0.35% | 0.88% | 0.35% | |
| PH | A | 0.13% | 0.19% | 0.13% | |
| PYPL | A | 0.43% | 0.19% | 0.19% | |
| QCOM | F | 0.89% | 0.38% | 0.38% | |
| QRVO | F | 0.19% | 0.01% | 0.01% | |
| ROST | C | 0.41% | 0.1% | 0.1% | |
| SPG | C | 0.86% | 0.12% | 0.12% | |
| SPGI | C | 0.69% | 0.36% | 0.36% | |
| SYF | A | 1.01% | 0.06% | 0.06% | |
| TGT | F | 0.68% | 0.12% | 0.12% | |
| TJX | A | 1.04% | 0.29% | 0.29% | |
| TSLA | B | 1.38% | 2.05% | 1.38% | |
| TT | B | 0.95% | 0.2% | 0.2% | |
| UBER | D | 0.34% | 0.32% | 0.32% | |
| UNH | B | 0.34% | 1.2% | 0.34% | |
| V | A | 1.13% | 1.13% | 1.13% | |
| VRSK | A | 0.61% | 0.09% | 0.09% | |
| WAB | B | 0.27% | 0.08% | 0.08% | |
| WFC | A | 1.12% | 0.55% | 0.55% |
INFO Overweight 31 Positions Relative to XVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | B | 1.22% | |
| XOM | C | 1.16% | |
| LMT | D | 0.94% | |
| JNJ | D | 0.94% | |
| LDOS | D | 0.78% | |
| NRG | C | 0.74% | |
| DD | D | 0.42% | |
| WDAY | C | 0.42% | |
| DASH | A | 0.4% | |
| SSNC | A | 0.37% | |
| MELI | C | 0.36% | |
| INGR | B | 0.35% | |
| FTI | A | 0.35% | |
| VEEV | B | 0.35% | |
| RPM | A | 0.34% | |
| ALNY | D | 0.3% | |
| ILMN | C | 0.3% | |
| ATR | B | 0.3% | |
| CBSH | B | 0.25% | |
| UNM | A | 0.25% | |
| SNOW | C | 0.22% | |
| AXS | A | 0.2% | |
| NOV | C | 0.19% | |
| DTE | C | 0.18% | |
| EOG | C | 0.16% | |
| DUK | C | 0.13% | |
| MTG | B | 0.13% | |
| NOC | D | 0.1% | |
| THC | D | 0.09% | |
| EQH | B | 0.07% | |
| TOL | A | 0.06% |
INFO Underweight 358 Positions Relative to XVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | -1.77% | |
| BAC | A | -0.68% | |
| ORCL | C | -0.67% | |
| ABBV | D | -0.66% | |
| KO | D | -0.54% | |
| CSCO | A | -0.5% | |
| ADBE | C | -0.49% | |
| ACN | B | -0.49% | |
| LIN | D | -0.48% | |
| MCD | D | -0.45% | |
| DIS | B | -0.45% | |
| ABT | B | -0.44% | |
| ISRG | C | -0.43% | |
| TMO | F | -0.43% | |
| GS | B | -0.41% | |
| CAT | B | -0.41% | |
| VZ | B | -0.39% | |
| TXN | D | -0.39% | |
| BKNG | B | -0.38% | |
| MS | B | -0.37% | |
| T | A | -0.36% | |
| AMGN | D | -0.34% | |
| LOW | C | -0.33% | |
| DHR | D | -0.33% | |
| PGR | A | -0.33% | |
| UNP | C | -0.32% | |
| ETN | A | -0.32% | |
| PFE | D | -0.31% | |
| BLK | C | -0.31% | |
| BX | B | -0.3% | |
| C | A | -0.29% | |
| SYK | C | -0.29% | |
| BSX | C | -0.29% | |
| PANW | C | -0.28% | |
| ADP | B | -0.27% | |
| FI | A | -0.27% | |
| SCHW | A | -0.26% | |
| SBUX | B | -0.25% | |
| TMUS | A | -0.25% | |
| VRTX | D | -0.25% | |
| MDT | D | -0.24% | |
| GILD | B | -0.24% | |
| DE | B | -0.24% | |
| INTC | C | -0.23% | |
| PLD | D | -0.23% | |
| ADI | D | -0.23% | |
| KKR | B | -0.23% | |
| CB | D | -0.23% | |
| ELV | F | -0.21% | |
| UPS | C | -0.21% | |
| NKE | F | -0.2% | |
| ICE | D | -0.2% | |
| GEV | C | -0.2% | |
| KLAC | F | -0.19% | |
| SNPS | B | -0.19% | |
| APH | B | -0.19% | |
| SHW | A | -0.19% | |
| WM | A | -0.18% | |
| CME | A | -0.18% | |
| CMG | B | -0.18% | |
| PNC | A | -0.18% | |
| CRWD | B | -0.18% | |
| AON | A | -0.18% | |
| CDNS | B | -0.18% | |
| CTAS | B | -0.17% | |
| REGN | F | -0.17% | |
| CEG | D | -0.17% | |
| ZTS | D | -0.17% | |
| WELL | C | -0.17% | |
| USB | A | -0.17% | |
| CVS | D | -0.16% | |
| ITW | A | -0.16% | |
| WMB | B | -0.16% | |
| EMR | A | -0.16% | |
| APD | A | -0.16% | |
| MCO | A | -0.16% | |
| OKE | C | -0.15% | |
| ADSK | B | -0.15% | |
| CSX | B | -0.15% | |
| COF | B | -0.15% | |
| ORLY | B | -0.15% | |
| SLB | C | -0.14% | |
| TFC | B | -0.14% | |
| FCX | F | -0.14% | |
| CARR | C | -0.14% | |
| BDX | F | -0.14% | |
| AJG | A | -0.14% | |
| FDX | B | -0.14% | |
| MAR | A | -0.14% | |
| DLR | A | -0.13% | |
| ABNB | C | -0.13% | |
| ROP | B | -0.13% | |
| TRV | B | -0.13% | |
| SRE | A | -0.13% | |
| NSC | A | -0.13% | |
| PCAR | B | -0.13% | |
| FTNT | C | -0.13% | |
| HCA | F | -0.13% | |
| AZO | C | -0.12% | |
| URI | B | -0.12% | |
| PSX | C | -0.12% | |
| KMI | B | -0.12% | |
| AFL | B | -0.12% | |
| JCI | C | -0.12% | |
| AMP | B | -0.12% | |
| FICO | B | -0.12% | |
| RCL | B | -0.12% | |
| AIG | B | -0.11% | |
| D | C | -0.11% | |
| NEM | F | -0.11% | |
| O | D | -0.11% | |
| PWR | A | -0.11% | |
| CPRT | A | -0.11% | |
| MET | A | -0.11% | |
| CMI | A | -0.11% | |
| PSA | C | -0.11% | |
| DFS | B | -0.1% | |
| PRU | A | -0.1% | |
| VLO | C | -0.1% | |
| TRGP | B | -0.1% | |
| CCI | D | -0.1% | |
| AME | A | -0.1% | |
| TEL | B | -0.1% | |
| AXON | B | -0.1% | |
| PEG | A | -0.1% | |
| PAYX | B | -0.1% | |
| KMB | C | -0.1% | |
| FIS | D | -0.1% | |
| FAST | B | -0.1% | |
| HWM | B | -0.1% | |
| CTSH | B | -0.09% | |
| CBRE | B | -0.09% | |
| OTIS | C | -0.09% | |
| IT | C | -0.09% | |
| EA | C | -0.09% | |
| LEN | C | -0.09% | |
| DAL | B | -0.09% | |
| ODFL | B | -0.09% | |
| IR | A | -0.09% | |
| F | C | -0.09% | |
| EW | C | -0.09% | |
| COR | C | -0.09% | |
| RSG | A | -0.09% | |
| IRM | C | -0.08% | |
| RMD | C | -0.08% | |
| EXR | C | -0.08% | |
| NUE | D | -0.08% | |
| HUM | C | -0.08% | |
| GIS | D | -0.08% | |
| MCHP | F | -0.08% | |
| MLM | B | -0.08% | |
| MTB | B | -0.08% | |
| KDP | D | -0.08% | |
| LULU | C | -0.08% | |
| GLW | B | -0.08% | |
| ACGL | D | -0.08% | |
| SYY | C | -0.08% | |
| HPQ | B | -0.08% | |
| GEHC | F | -0.08% | |
| CHTR | C | -0.08% | |
| VMC | B | -0.08% | |
| YUM | B | -0.08% | |
| STZ | D | -0.08% | |
| MNST | B | -0.08% | |
| KEYS | B | -0.07% | |
| TTWO | B | -0.07% | |
| RJF | A | -0.07% | |
| ANSS | B | -0.07% | |
| XYL | D | -0.07% | |
| UAL | B | -0.07% | |
| EFX | D | -0.07% | |
| CSGP | C | -0.07% | |
| DOW | F | -0.07% | |
| ROK | B | -0.07% | |
| WTW | B | -0.07% | |
| FITB | B | -0.07% | |
| GRMN | A | -0.07% | |
| AVB | B | -0.07% | |
| EIX | A | -0.07% | |
| NDAQ | A | -0.07% | |
| VICI | C | -0.07% | |
| ED | D | -0.07% | |
| IQV | F | -0.07% | |
| IDXX | F | -0.07% | |
| CCL | B | -0.06% | |
| ADM | F | -0.06% | |
| HSY | F | -0.06% | |
| CPAY | A | -0.06% | |
| VLTO | C | -0.06% | |
| BRO | B | -0.06% | |
| TROW | A | -0.06% | |
| PHM | C | -0.06% | |
| BR | A | -0.06% | |
| VTR | D | -0.06% | |
| MPWR | F | -0.06% | |
| AWK | D | -0.06% | |
| CHD | B | -0.06% | |
| KHC | D | -0.06% | |
| NVR | D | -0.06% | |
| DOV | A | -0.06% | |
| SW | B | -0.06% | |
| HPE | B | -0.06% | |
| DECK | A | -0.06% | |
| HAL | C | -0.06% | |
| PPG | D | -0.06% | |
| STT | A | -0.06% | |
| ON | C | -0.06% | |
| TSCO | C | -0.06% | |
| DXCM | C | -0.06% | |
| GPN | C | -0.06% | |
| CAH | B | -0.06% | |
| ZBRA | A | -0.05% | |
| STLD | B | -0.05% | |
| STX | D | -0.05% | |
| CLX | C | -0.05% | |
| CFG | B | -0.05% | |
| STE | F | -0.05% | |
| WDC | C | -0.05% | |
| LYB | F | -0.05% | |
| K | A | -0.05% | |
| PKG | B | -0.05% | |
| WAT | B | -0.05% | |
| LYV | A | -0.05% | |
| NTRS | A | -0.05% | |
| WY | D | -0.05% | |
| ZBH | C | -0.05% | |
| ES | D | -0.05% | |
| EXPE | B | -0.05% | |
| WBD | C | -0.05% | |
| BIIB | F | -0.05% | |
| IFF | D | -0.05% | |
| ATO | A | -0.05% | |
| PTC | A | -0.05% | |
| SBAC | D | -0.05% | |
| WST | C | -0.05% | |
| CDW | F | -0.05% | |
| CINF | A | -0.05% | |
| RF | B | -0.05% | |
| HUBB | B | -0.05% | |
| TYL | A | -0.05% | |
| HBAN | B | -0.05% | |
| DG | F | -0.04% | |
| GEN | A | -0.04% | |
| CF | B | -0.04% | |
| ARE | D | -0.04% | |
| EXPD | C | -0.04% | |
| BBY | D | -0.04% | |
| BAX | F | -0.04% | |
| KIM | A | -0.04% | |
| GPC | D | -0.04% | |
| MOH | F | -0.04% | |
| PNR | B | -0.04% | |
| TER | F | -0.04% | |
| TRMB | B | -0.04% | |
| IEX | B | -0.04% | |
| LVS | C | -0.04% | |
| KEY | A | -0.04% | |
| TSN | B | -0.04% | |
| PODD | B | -0.04% | |
| PFG | C | -0.04% | |
| DGX | B | -0.04% | |
| BALL | D | -0.04% | |
| MAA | B | -0.04% | |
| FDS | B | -0.04% | |
| LUV | B | -0.04% | |
| WRB | A | -0.04% | |
| FSLR | F | -0.04% | |
| ESS | B | -0.04% | |
| SNA | A | -0.04% | |
| DRI | B | -0.04% | |
| LH | B | -0.04% | |
| COO | D | -0.04% | |
| OMC | C | -0.04% | |
| IP | B | -0.04% | |
| CNP | A | -0.04% | |
| BLDR | C | -0.04% | |
| JNPR | F | -0.03% | |
| BXP | D | -0.03% | |
| NCLH | B | -0.03% | |
| UHS | D | -0.03% | |
| REG | B | -0.03% | |
| AIZ | B | -0.03% | |
| SJM | D | -0.03% | |
| ALLE | D | -0.03% | |
| DAY | A | -0.03% | |
| BG | F | -0.03% | |
| JKHY | D | -0.03% | |
| ALB | C | -0.03% | |
| KMX | B | -0.03% | |
| HST | C | -0.03% | |
| TPR | A | -0.03% | |
| CHRW | C | -0.03% | |
| MRNA | F | -0.03% | |
| CPT | B | -0.03% | |
| CAG | D | -0.03% | |
| DLTR | D | -0.03% | |
| SWK | D | -0.03% | |
| SWKS | F | -0.03% | |
| UDR | B | -0.03% | |
| AKAM | F | -0.03% | |
| ROL | B | -0.03% | |
| RVTY | D | -0.03% | |
| POOL | C | -0.03% | |
| EPAM | C | -0.03% | |
| NDSN | B | -0.03% | |
| APTV | F | -0.03% | |
| JBHT | C | -0.03% | |
| FFIV | A | -0.03% | |
| SMCI | D | -0.03% | |
| JBL | C | -0.03% | |
| DOC | C | -0.03% | |
| AMCR | D | -0.03% | |
| VRSN | F | -0.03% | |
| L | B | -0.03% | |
| ALGN | D | -0.03% | |
| EL | F | -0.03% | |
| DPZ | C | -0.03% | |
| VTRS | B | -0.03% | |
| ULTA | F | -0.03% | |
| FMC | D | -0.02% | |
| MHK | D | -0.02% | |
| DVA | B | -0.02% | |
| BWA | C | -0.02% | |
| HAS | D | -0.02% | |
| CE | F | -0.02% | |
| RL | B | -0.02% | |
| IVZ | B | -0.02% | |
| MTCH | F | -0.02% | |
| CZR | D | -0.02% | |
| MOS | F | -0.02% | |
| AOS | D | -0.02% | |
| ENPH | F | -0.02% | |
| HRL | D | -0.02% | |
| FRT | A | -0.02% | |
| TFX | F | -0.02% | |
| WYNN | D | -0.02% | |
| MGM | F | -0.02% | |
| CPB | D | -0.02% | |
| HSIC | B | -0.02% | |
| MKTX | D | -0.02% | |
| GL | C | -0.02% | |
| CRL | C | -0.02% | |
| LKQ | D | -0.02% | |
| FOXA | C | -0.02% | |
| PAYC | A | -0.02% | |
| TAP | C | -0.02% | |
| CTLT | B | -0.02% | |
| IPG | C | -0.02% | |
| GNRC | B | -0.02% | |
| LW | C | -0.02% | |
| NWSA | B | -0.02% | |
| INCY | C | -0.02% | |
| TECH | C | -0.02% | |
| NWS | B | -0.01% | |
| FOX | B | -0.01% | |
| WBA | D | -0.01% | |
| BEN | C | -0.01% | |
| PARA | C | -0.01% |
INFO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Credit Services
Drug Manufacturers - Major
Diagnostics & Research
Discount Stores
Health Care Plans
Insurance - Diversified
Internet Content & Information
Oil & Gas Equipment & Services
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Apparel Stores
Auto Manufacturers
Banks - Global
Capital Markets
Household & Personal Products
Insurance - Property & Casualty
Packaged Foods
XVV: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Banks - Regional - US
Capital Markets
Medical Instruments & Supplies
Packaged Foods
Drug Manufacturers - Major
Medical Devices
Specialty Retail
Credit Services
Health Care Plans
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Household & Personal Products
Internet Content & Information
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